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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
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May 2023 PDUFA Calendar

May 2023 PDUFA Calendar

Policy & Legal, Research
Delays in approvals due to disrupted work schedules at FDA because of the coronavirus...
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Silk Road (SILK): Competition & Coverage

Silk Road (SILK): Competition & Coverage

Policy & Legal, Research
Amid investor fears of competitive risks to Silk Road Medical’s (SILK)’s TCAR procedure...
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April 2023 PDUFA Calendar

April 2023 PDUFA Calendar

Policy & Legal, Research
Disrupted work schedules at FDA result in approval delays...
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Advisory Committee’s Split Decision on Biogen’s Tofersen

Advisory Committee’s Split Decision on Biogen’s Tofersen

Policy & Legal, Research
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
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Mitigation Expectations for Medicare Advantage Rate Notice

Mitigation Expectations for Medicare Advantage Rate Notice

Policy & Legal, Research
Size of Medicare Advantage mitigation may be less than earlier expectations...
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European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key

European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key

Fundamental, Research
How European Pharma fared versus consensus estimates...
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Glaukos (GKOS): Pipeline Policy Pathway

Glaukos (GKOS): Pipeline Policy Pathway

Policy & Legal, Research
Following Glaukos’ (GKOS) earnings report, attention now turns to the regulatory...
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Axonics (AXNX): Competition Coding Questions

Axonics (AXNX): Competition Coding Questions

Policy & Legal, Research
AXNX competitive pressures manageable following AMA disclosure...
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Shockwave (SWAV): Volatility Ahead?

Shockwave (SWAV): Volatility Ahead?

Policy & Legal, Research
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
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